$54.7 Million is the total value of TIEDEMANN ADVISORS, LLC's 24 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DEEP | Buy | DEEP VALUE ETF | $4,814,000 | +1.4% | 188,414 | +0.2% | 8.81% | +17.9% |
| WPZ | Buy | WILLIAMS PARTNERS LP | $3,172,000 | +222.0% | 64,451 | +192.7% | 5.80% | +274.6% |
| GLD | Buy | SPDR GOLD SHARES | $2,621,000 | +98.1% | 23,057 | +97.9% | 4.79% | +130.5% |
| WMB | Buy | WILLIAMS COS INC | $2,604,000 | +16.3% | 51,484 | +3.3% | 4.76% | +35.3% |
| ETP | Buy | ENERGY TRANSFER PARTNERS LP LTD PARTNERSHIP | $2,330,000 | -11.6% | 41,784 | +3.1% | 4.26% | +2.9% |
| TGP | Buy | TEEKAY LNG PARTNERS LPprtnrsp units | $1,249,000 | -7.1% | 33,435 | +6.9% | 2.28% | +8.0% |
| NGL | Buy | NGL ENERGY PARTNERS LP | $1,010,000 | -3.3% | 38,510 | +3.1% | 1.85% | +12.5% |
| EEQ | Buy | ENBRIDGE ENERGY MGMT LLC SHARESunit | $984,000 | -4.7% | 27,038 | +1.5% | 1.80% | +10.8% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 42 | Q3 2023 | 25.4% |
| ENTERPRISE PRODUCTS PARTNERS | 42 | Q3 2023 | 9.6% |
| ISHARES TR | 42 | Q3 2023 | 23.9% |
| MAGELLAN MIDSTREAM PRTNRS LP | 39 | Q4 2022 | 7.4% |
| KINDER MORGAN INC DEL | 39 | Q4 2022 | 9.2% |
| PLAINS ALL AMER PIPELINE LP | 39 | Q4 2022 | 5.4% |
| SPDR GOLD TRUST - ETF | 37 | Q3 2023 | 5.6% |
| WILLIAMS COS INC DEL | 35 | Q4 2022 | 4.8% |
| INTEL CORPORATION | 35 | Q3 2023 | 1.2% |
| SPDR S&P 500 ETF TR | 34 | Q3 2023 | 21.1% |
View TIEDEMANN ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-05-15 |
| 13F-NT | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-09 |
View TIEDEMANN ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.